USA LIBERTY ALL STAR EQUITY FD
FollowSH BEN INT (fund), issuer CIK 799195
Filings received so far for Q3 2026: 15 13F filers report a position in USA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 315,223 | $1.82M | 0.03% | -97,595 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 262,258 | $1.54M | <0.01% | -33,545 | 13F-HRTimeline |
| Sage Capital Advisors,llc | 53,603 | $309K | 0.06% | +1,111 | 13F-HRTimeline |
| Avior Wealth Management, LLC | 43,577 | $251K | 0.01% | 0 | 13F-HRTimeline |
| DECISION INVESTMENTS, INC | 38,570 | $223K | 0.2% | 0 | 13F-HRTimeline |
| David J Yvars Group | 33,247 | $192K | 0.09% | new | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 27,772 | $160K | <0.01% | +10,122 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 17,909 | $103K | <0.01% | -1,887 | 13F-HRTimeline |
| SAX WEALTH ADVISORS, LLC | 16,760 | $96.7K | <0.01% | 0 | 13F-HRTimeline |
| MRA Advisory Group | 15,041 | $86.8K | 0.03% | +408 | 13F-HRTimeline |
| Graves Light Lenhart Wealth, Inc. | 15,000 | $86.5K | 0.01% | 0 | 13F-HRTimeline |
| Shulman DeMeo Asset Management LLC | 13,348 | $77.6K | 0.02% | 0 | 13F-HRTimeline |
| Fiduciary Alliance LLC | 10,897 | $62.9K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 9,073 | $52.3K | <0.01% | -1,729 | 13F-HRTimeline |
| Noble Wealth Management PBC | 2,920 | $16.8K | 0.01% | -500 | 13F-HRTimeline |